KELLETT WEALTH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PG | 49K | $7.55M |
 | AAPL | 15K | $3.74M |
 | ENB | 14K | $683.53K |
 | NVVE | 11K | $2.58K |
 | STAI | 10K | $4.15K |
 | DUK | 10K | $1.18M |
 | AMZN | 8K | $1.86M |
 | NVDA | 8K | $1.57M |
 | USB | 8K | $403.50K |
 | MSFT | 7K | $3.69M |
 | XOM | 6K | $721.42K |
 | PBA | 5K | $218.48K |
 | BRK-B | 5K | $2.55M |
 | WMT | 5K | $493.06K |
 | GOOGL | 4K | $1.02M |
 | WMB | 4K | $266.07K |
 | AVGO | 4K | $1.35M |
 | KO | 4K | $268.26K |
 | MO | 4K | $262.57K |
 | CSCO | 4K | $255.02K |
The Procter & Gamble Company
PG
Shares Held
49K
Value
$7.55M
Apple Inc.
AAPL
Shares Held
15K
Value
$3.74M
Enbridge Inc.
ENB
Shares Held
14K
Value
$683.53K
Nuvve Holding Corp.
NVVE
Shares Held
11K
Value
$2.58K
ScanTech AI Systems Inc.
STAI
Shares Held
10K
Value
$4.15K
Duke Energy Corporation
DUK
Shares Held
10K
Value
$1.18M
Amazon.com, Inc.
AMZN
Shares Held
8K
Value
$1.86M
NVIDIA Corporation
NVDA
Shares Held
8K
Value
$1.57M
U.S. Bancorp
USB
Shares Held
8K
Value
$403.50K
Microsoft Corporation
MSFT
Shares Held
7K
Value
$3.69M
Exxon Mobil Corporation
XOM
Shares Held
6K
Value
$721.42K
Pembina Pipeline Corporation
PBA
Shares Held
5K
Value
$218.48K
Berkshire Hathaway Inc.
BRK-B
Shares Held
5K
Value
$2.55M
Walmart Inc.
WMT
Shares Held
5K
Value
$493.06K
Alphabet Inc.
GOOGL
Shares Held
4K
Value
$1.02M
The Williams Companies, Inc.
WMB
Shares Held
4K
Value
$266.07K
Broadcom Inc.
AVGO
Shares Held
4K
Value
$1.35M
The Coca-Cola Company
KO
Shares Held
4K
Value
$268.26K
Altria Group, Inc.
MO
Shares Held
4K
Value
$262.57K
Cisco Systems, Inc.
CSCO
Shares Held
4K
Value
$255.02K